AI Note-Taking Tool for Sales: Meeting Summaries That Auto-Fill Your CRM

A meeting ends, and often the most tedious part remains: writing the report, updating the CRM, noting next steps, recording objections… So many tasks that take time and are sometimes postponed.

Leexi automates this step. The tool attends your meetings via video conference, phone, or in person, transcribes the conversation, generates a structured report, then automatically updates your CRM. No re-entry, no manual copying.

Data stays hosted in France and is never used to train AI models. Today, over 10,000 companies across Europe use Leexi.

Try Leexi on your next sales meeting

The same issue after every meeting

Once the call ends, you still have to write a report, find the right client record, update the CRM, create tasks, and note important information.

In practice, this step is rarely done immediately. Information is entered hours later, sometimes the next day, with omissions or inaccuracies.

During the meeting, the problem is the same: taking notes often means losing focus on the conversation. Conversely, when fully focused on the prospect, it’s hard to remember everything.

Leexi takes notes for you. You stay focused on the exchange, then get a complete report moments after the meeting.

What Leexi generates after a meeting

A structured report

The report covers the key elements of the exchange:

• expressed needs;
• objections;
• decisions made;
• next steps;
• actions to be taken.

The full transcription remains available alongside the summary. If in doubt, just find the exact part of the conversation.

Each team can also customize the report format according to their sales process.

The CRM updates automatically

Leexi does more than produce a summary.

The tool directly fills in information in your CRM: HubSpot, Salesforce, Pipedrive, Microsoft Dynamics, and many other solutions.

The correct report is linked to the right contact, in the right opportunity, without copy-pasting.

Calls made via Aircall or Ringover follow the exact same process.

Easily access a client’s history

All meetings are stored in a searchable library.

Before a new exchange, it’s easy to find:

• commitments made;
• objections already raised;
• needs expressed in previous discussions.

No need to re-listen to multiple recordings to prepare a meeting.

Train salespeople using real interactions

The best calls can be saved as references.

The team can then easily find them to analyze real situations, listen to phrasing used, and share best practices.

Scoring can also follow your sales method, whether MEDDIC, SPICED, or an internal framework.

What does a sales report look like?

The document includes the exchange summary, objections, next steps, and tasks to complete.

Before being sent or synced with the CRM, the report remains editable and can be approved by the salesperson.

In-person meetings are also supported

Meetings held at a client’s site, at a trade show, or on the go can be recorded via the mobile app.

The process remains the same: transcription, summary, then CRM sync.

The result is the same as after a video conference.

Data hosted in France

Conversations are hosted in France on a secure infrastructure.

Data is encrypted during transmission and storage.

Processing is done via an Azure France infrastructure in a closed environment.

Finally, your teams’ conversations are never used to train AI models.

Frequently asked questions

Does the report go to the CRM without me reviewing it?

No. The report remains editable and must be approved before being sent or synced. You can correct amounts or deadlines before the client record changes.

Are phone calls covered, or only video conferences?

Both. Calls made via Aircall or Ringover follow the same process as video conferences: transcription, report, CRM sync.

Can the report follow our sales method?

Yes. The report format is customizable to your process, and scoring follows your method, whether MEDDIC, SPICED, or an internal framework. You get your own fields, not a generic template.

Are client-site or trade show meetings supported?

Yes, via the mobile app. Transcription, summary, and CRM sync are the same as for video conferences.

How can I find what was said in previous client meetings?

All meetings are stored in a searchable library. Before a new exchange, you find commitments made, objections raised, and needs expressed without re-listening to recordings.

Are our sales conversations used to train AI?

No. Your teams’ conversations are never used to train models. They are hosted in France, encrypted during transmission and storage, and processed via Azure France in a closed circuit.

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